Document Center - Add and Send a Document from a Lead | Document Center

Add and Send a Document from a Lead

Use the Documents section in a lead to generate and send secure, signable links for Contracts, Waivers, and other Signable Documents. Contracts support online payment; Waivers and Signable Documents are sign-only.

Prerequisites

Access to Events > Leads/Events and permission to edit leads/documents.
At least one document template available (defaults provided). For contract template basics, see the Default Contract article linked below.
To email the document from the lead, ensure your email templates are set up/active in the Email Center.

Steps: Add and Send a Document from a Lead

Open the lead
Go to Events > Leads/Events. Open the desired lead.
Open Documents
In the lead, open the Documents section (formerly “Contracts”).
Select the document type
- Under Type, choose: Contract, Waiver, or Signable Document.
- Select a template (a default is provided).
- Click Save to generate a secure, tokenized customer link.
Share the link
- Click the Email button on the lead and send using your email template (for contracts, use a template such as “Customer - Contract”). Customize before sending if needed.
Customer completes the document
The recipient opens the link, reviews, and signs online. Contracts include payment options; Waivers and Signable Documents do not.

Feature Options & Parameters

Type
- Contract: Digital signature + payment options.
- Waiver: Digital signature only (no payment).
- Signable Document: Digital signature only (no payment).
Template: Choose a default or custom template. Templates can be tailored to your policies (see Default Contract link below).
Secure Link: Generated after saving; it’s tokenized and specific to the lead.
Email Delivery:
- Send from the lead using the Email button and a prepared template.
- In Email Center, you can auto-attach PDFs of quotes, invoices, and contracts to outgoing emails if desired.

Use Cases

Send a contract for signature and collect a payment or deposit.
Send a waiver or policy acknowledgment for e-signature before the event.

Troubleshooting & FAQs

The Documents section isn’t visible in my lead.
Confirm you’re editing a lead and that your user role has permission to view/create documents.
I selected a type but no link was created.
Click Save after choosing the type and template. The secure link is generated on save.
My customer can’t pay from the link.
Only Contracts include payment options. Use the Contract type for payment collection.
I don’t see the email template I want to use.
Activate or edit the template in the Email Center. Then send from the lead using the Email button.
The contract PDF didn’t attach to my email.
Enable the correct attachment option in the Email Center and verify your email settings.
Where can I view/sign a generated contract?
Open the lead and use the Contract button to view. Customers sign from the secure link you send.